Account Service Representative / Client Service Representative - Employee Benefits (Insurance)

Company: Apex Benefits Group
Location: Indianapolis
Posted on: February 16, 2026

Job Description:

Job Description Job Description Are you interested in joining a successfully growing organization that has been recognized repeatedly as a state and national Best Places to Work and one of the 25 fastest growing companies in Indiana? If so, come join Apex Benefits! Apex Benefits is looking for a talented colleague to provide client service support to assigned accounts to foster positive client relations, account retention, and business development. Ideal candidate is smart, hardworking, approachable, and has knowledge of benefits. This position is based on the north side of Indianapolis, Indiana and requires work on-site 4 days a week. Apex Benefits, a leading benefits brokerage & consulting firm headquartered in Indianapolis, is looking for a growth-minded and dynamic account service representative. Job Summary Responsible for providing exceptional service support to assigned accounts to foster positive client relations, business development and account retention. Represent Client Advisors or Account Executives, as necessary, by providing direct contact with clients. Summary of essential job functions/responsibilities Maintain positive relationships with designated accounts through effective daily/weekly communication both oral and written Provide service to internal and external customers service which may include interpreting plan design, researching and resolving phone and written inquiries, resolving claims, benefits and enrollment issues. Complete and maintain up-to-date customer service call reports, documenting customer service notes and action items in the CRM system as required Identify potential client issues and report them as appropriate to the account team Assist with the implementation of new clients including but not limited to preparing materials for open enrollment meetings; obtaining and completing carrier/vendor paperwork to prepare for client signature Update CRM system for assigned clients at implementation and renewal Create and maintain client information files with appropriate documentation Assist with the completion of the tasks included on the New Business and Renewal checklists in accordance with established best practices Assist with education, coordination and implementation of new services, carriers and products Establish and maintain mutual communication with the account team to stay abreast with client activities Assist with the creation of client meeting agendas and meeting summaries Demonstrate Apex Benefits core values and maintain positive working relationships with team members, clients, vendors and carrier contacts Perform other duties as assigned Minimum requirements High School diploma or GED required. 2 years' experience in a business-to-business account services support role. Experience supporting medical and ancillary insurance related product lines preferred. Indiana Life and Health license or the ability to earn one within 6-months of employment Minimal travel may be required Superior problem solving, analytical ability, attention to detail and customer service skills Self-motivated, with the ability to work productively and proactively to see projects through completion in a minimally supervised environment Highly developed reasoning and problem-solving skills Strong organizational and time management skills Conscientious, diligent work ethic Professional writing and verbal communication skills Positive attitude, willingness to learn and interest to work toward team goals Capable of maintaining confidential information Literacy in Word, Excel, PowerPoint and Web navigation Able to react to change positively and handle other essential tasks as assigned Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Must be able to read and edit spreadsheets, email and other related tools related to the role Must be able to communicate extensively and effectively with staff and vendors via telephone/TDD, one-on-one conversations, face-to-face, public presentations, and written correspondence Requires extensive use of keyboards, calculators, and other administrative equipment. Must be able to process and maintain large volumes of documentation Must be able to sit or stand for extensive periods of time and navigate through the office Must be able to function within a moderate noise level office environment Ability to travel to and work in the corporate office located in Indianapolis, Indiana is required, in addition to client locations. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Additional Information Apex Benefits Group, Inc believes in equal opportunity employment and does not discriminate based on age, race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, protected veteran status, disability, or any other legally protected status. Powered by ExactHire:191876

Keywords: Apex Benefits Group, Lafayette , Account Service Representative / Client Service Representative - Employee Benefits (Insurance), Accounting, Auditing , Indianapolis, Indiana